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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,759 | $138,102-58.2% | $125,381-53.9% | $134,532-57.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.27% | 750.73%-768.0pp | 572.31%-589.6pp | 418.27%-435.5pp |
| Employer contribution / active EE | $3,868 | $5,245-26.3% | $4,815-19.7% | $4,741-18.4% |
| Participant deferral / active EE | $7,427 | $7,801-4.8% | $7,448-0.3% | $6,401+16.0% |
| Admin fee / account holder | $3,451 | $11,568-70.2% | $10,007-65.5% | $11,429-69.8% |